Key West Mortgage | Fidelity Home Group - Key West (FL)

Paul Morrison If you are looking for a holistic financial advisor that understands tax planning along with the retirement risk called IRMAA, Keith and his team are experts. Heritage Financial can prevent you from losing 60%-100% of your Social Security Net Benefit in retirement along with not having to pay $500,000 plus in Medicare Costs in retirement. Excellent Firm!

Rob Nixon It was a pleasure doing business with the Live Oak branch. Amanda Ulbrich helped us get an urgent transfer completed on the spot even though we were not members of the bank. After taking our paperwork to the Post Office for a overnight package, we returned to the bank and met Roger who signed us up as members. We were very pleased with the service we were given in our time of need. Other banks in town refused to help us. Rob and Kay Nixon

Suzanne Sessions Tucker was a huge help to me. He is very customer service oriented. A great employee to your establishment. This was my first time ever meeting him and y’all are honestly lucky to have such a great employee. Thank you, Tucker

Roger Desmond What we love the most about Aaron is his availability to clients with any questions they have regarding their financial situation. His attention to detail, listening, and engaging with us to be sure we understand are out of this world. How often can you carry on an unscheduled call with someone you feel gives you their full attention and even looks up things youre asking about while on the phone? Aarons ability to explain things at a technical and granular level in such incredible detail, then turn around and make it understandable for "common folk" like us, is a trait that is sometimes overlooked in this field of work. His ability to TEACH so you understand vs. be TOLD is a complex skill to master. I felt that other advisors become frustrated with engaging questions that maybe they didnt know how to answer and just followed up with what felt like, "let me do the thinking here. Thats what youre paying me for". Unlike other advisors that post that they are simply CFP, Aarons education in accounting and Masters in Business Administration (MBA) shine through when explaining his thought process with a particular investment or question from us. After I looked up what it takes to be a Chartered Financial Analyst (CFA), I know for sure that isnt an easy accreditation to earn. You have to be an intelligent guy to get to that level. Knowing that we are working with someone who doesnt simply type into software a risk level and a clump of ETF is spit out is what separates Aaron from the rest of the pack. Keep it up.

Tina Bishop Jessica was very professional and had a positive attitude. She was very courteous and thorough in helping me throughout the entire application process. I am very pleased with the overall outstanding customer service I was shown!

JUHI SINGH "an all-embracing definition of a great company !!!"